The UK Consumer Prices Index (CPI) rose by 2.3% in the 12 months to October 2024, up from 1.7% in September. According to data from the Office for National Statistics today (20 November), the increase ...

More than one in five (21%) of the mass affluent lack confidence that their inheritance planning is in order, research from Monument has found.

Most (90%) of advisers are concerned that the Budget impact for clients will be negative, NMG Consulting has found.

News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...

More than one third (39%) of financial advisers have not mentioned Consumer Duty to their clients, according to Royal London.

The Financial Services Compensation Scheme (FSCS) now expects to pay £372m in compensation during 2024/25, slightly higher than the £363m anticipated in May.

Nearly half (47%) of financial advisers believe investment performance is far from the most critical factor in satisfying clients, according to Royal London.

The vast majority of asset and wealth managers have set out plans to tap into the potential artificial intelligence (AI) brings to bolster their growth over the next few years, a PwC report has found.

When it comes to risk profiling senior managers should take responsibility for consistency across the business, ensuring the process remains fit for purpose and that staff are following the process as ...

To wrap or not to wrap? This isn't me thinking about what to sing on karaoke at 7IM's next social (although buy me a beer and I will happily recite every line of C.R.E.A.M. by the Wu-Tang Clan). Nor ...

Farmers, many of whom are today protesting in Westminster about Budget inheritance tax (IHT) changes, have been urged to work with their advisers to formulate a plan to mitigate against the ...

There is a disconnect between financial advisers’ perceptions of what clients value and the priorities consumers themselves identify when accessing financial advice, according to Royal London.